-2.1%
BND vs CCEP
+105.2%
-107.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.3% | -0.1% |
| 7D | -0.1% | -3.7% | +3.5% | 0.0% |
| 30D | -0.2% | -2.1% | +1.9% | -0.1% |
| 3M | -0.7% | +7.2% | -7.9% | -1.0% |
| 6M | -1.7% | +3.3% | -4.9% | -1.9% |
| YTD | -0.5% | +15.7% | -16.2% | -1.3% |
| 1Y | +0.4% | +16.6% | -16.2% | -0.4% |
| 3Y | +13.1% | +84.3% | -71.1% | +9.9% |
| 5Y | -2.1% | +109.0% | -111.1% | -5.7% |
| All | -2.1% | +105.2% | -107.3% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling